Tradition Wealth Management, LLC Invesco Bulletshares 2026 Muni Transaction History

Tradition Wealth Management, LLC

$1.04 Billion
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$22.98 - $23.62 $68 - $70	3 Added 0.53%	564 $13,000
Q2 2023 Aug 14, 2023	BUY	$23.29 - $23.94 $93 - $95	4 Added 0.72%	561 $13,000
Q1 2023 May 11, 2023	BUY	$23.36 - $23.99 $70 - $71	3 Added 0.54%	557 $13,000
Q4 2022 Feb 03, 2023	BUY	$22.76 - $23.69 $68 - $71	3 Added 0.54%	554 $13,000
Q3 2022 Nov 14, 2022	BUY	$22.82 - $24.21 $68 - $72	3 Added 0.55%	551 $13,000
Q2 2022 Aug 02, 2022	BUY	$23.26 - $24.31 $46 - $48	2 Added 0.37%	548 $13,000
Q1 2022 May 11, 2022	BUY	$24.27 - $25.84 $24 - $25	1 Added 0.18%	546 $13,000
Q4 2021 Feb 14, 2022	BUY	$25.74 - $25.9 $51 - $51	2 Added 0.37%	545 $14,000
Q3 2021 Nov 12, 2021	BUY	$25.87 - $26.14 $25 - $26	1 Added 0.18%	543 $14,000
Q2 2021 Aug 09, 2021	BUY	$25.75 - $26.16 $51 - $52	2 Added 0.37%	542 $14,000
Q1 2021 May 14, 2021	SELL	$25.58 - $26.13 $2,890 - $2,952	-113 Reduced 17.3%	540 $14,000
Q4 2020 Feb 16, 2021	BUY	$25.37 - $25.92 $16,566 - $16,925	653 New	653 $17,000

Others Institutions Holding BSMQ

# of Institutions

149

Shares Held

7.95M

Call Options Held

0

Put Options Held

0

About INVESCO BULLETSHARES 2026 MUNI

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